See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,785 | $58,828-81.7% | $77,999-86.2% | $62,891-82.9% |
| Participation rate | 89.7% | 71.1%+18.7pp | 75.5%+14.2pp | 69.3%+20.4pp |
| Annual return | 2.65% | 17.16%-14.5pp | 425.96%-423.3pp | 20.14%-17.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,702 | $2,686-36.6% | $3,497-51.3% | $3,203-46.8% |
| Admin fee / account holder | $813 | $4,393-81.5% | $5,480-85.2% | $4,296-81.1% |